BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2003-2004 Regular Session


          SB 796                                                 S
          Senator Dunn                                           B
          As Amended April 22, 2003
          Hearing Date:  April 29, 2003                          7
          Labor Code                                             9
          CJW                                                    6
                                                                 

                                     SUBJECT
                                         
                                   Employment

                                   DESCRIPTION  

          This bill would allow employees to sue their employers for  
          civil penalties for employment law violations, and upon  
          prevailing, to recover costs and attorneys' fees.  The bill  
          is intended to augment the enforcement abilities of the  
          Labor Commissioner by creating an alternative "private  
          attorney general" system for labor law enforcement. 

          This analysis reflects author's amendments to be offered in  
          Committee.

                                    BACKGROUND  

          California's Labor Code is enforced by the state Labor and  
          Workforce Development Agency (LWDA) and its various boards  
          and departments, which may assess and collect civil  
          penalties for specified violations of the code.  Some Labor  
          Code sections also provide for criminal sanctions, which  
          may be obtained through actions by the Attorney General and  
          other public prosecutors. 

          In 2001, the Assembly Committee on Labor and Employment  
          held hearings about the effectiveness and efficiency of the  
          enforcement of wage and hour laws by the Department of  
          Industrial Relations (DIR), one of four subdivisions of the  
          LWDA.  The Committee reported that in fiscal year  
          2001-2002, the Legislature appropriated over $42 million to  
                                                                 
          (more)



          SB 796 (Dunn)
          Page 2



          the State Labor Commission for the enforcement of over 300  
          laws under its jurisdiction.  The DIR's authorized staff  
          numbered over 460, making it the largest state labor law  
          enforcement organization in the country.

          Nevertheless, evidence received by the Committee indicated  
          that the DIR was failing to effectively enforce labor law  
          violations.  Estimates of the size California's  
          "underground economy" - businesses operating outside the  
          state's tax and licensing requirements -- ranged from 60 to  
          140 billion dollars a year, representing a tax loss to the  
          state of three to six billion dollars annually.  Further, a  
          U.S. Department of Labor study of the garment industry in  
          Los Angeles, which employs over 100,000 workers, estimated  
          the existence of over 33,000 serious and ongoing wage  
          violations by the city's garment industry employers, but  
          the DIR was currently issuing fewer than 100 wage citations  
          per year for all industries throughout the state. 

          As a result of these hearings, the Legislature enacted AB  
          2985 (Ch. 662, Stats. of 2002), requiring the LWDA to  
          contract with an independent research organization to study  
          the enforcement of wage and hour laws, and to identify  
          state and federal resources that may be utilized to enhance  
          enforcement.  The completed study is to be submitted to the  
          Legislature by December 31, 2003.

          This bill would propose to augment the LWDA's civil  
          enforcement efforts by allowing employees to sue employers  
          for civil penalties for labor law violations, and to  
          collect attorneys' fees and a portion of the penalties upon  
          prevailing in these actions, as specified below. 

                             CHANGES TO EXISTING LAW
           
           Existing law  authorizes the LWDA (comprised of the DIR, the  
          Employment Development Department, the Agricultural Labor  
          Relations Board, and the Workforce Investment Board) to  
          assess and collect civil penalties for violations of the  
          Labor Code, where specified.  [Labor Code Secs. 201  et   
           seq  .]

           Existing law  authorizes the Attorney General and other  
          public prosecutors to pursue misdemeanor charges against  
          violators of specified provisions of the code.  [Labor Code  
                                                                       




          SB 796 (Dunn)
          Page 3



          Sec. 215  et   seq  .]   

           Existing law  authorizes an individual employee to file a  
          claim with the Labor Commissioner alleging that his or her  
          employer has violated specified provisions of the code, and  
          to sue the employer directly for damages, reinstatement,  
          and other appropriate relief if the Commissioner declines  
          to bring an action based on the employee's complaint.   
          [Labor Code Sec. 98.7.]

           Existing law  further provides that any person acting for  
          itself, its members, or the general public, may sue to  
          enjoin any unlawful, unfair, or fraudulent business act or  
          practice, and to recover restitution and disgorgement of  
          any profits from the unlawful activity.  [Bus. & Profs.  
          Code Sec. 17200  et   seq  .]  

           This bill  would provide that any Labor Code violation for  
          which specific civil penalties have not previously been  
          established shall be subject to a civil penalty of $100 for  
          each aggrieved employee per pay period for an initial  
          violation, and $200 for each aggrieved employee per pay  
          period for continuing violations.  (The penalty would be  
          $500 per violation for a violator who is not an employer.) 

           This bill  further would provide that, for any Labor Code  
          violation for which the LWDA does not pursue a complaint,  
          any aggrieved employee may sue to recover civil penalties in  
          an action brought on behalf of himself or herself or other  
          current or former employees. 

           This bill  would define "aggrieved employee" as "any person  
          employed by the alleged violator within the period covered  
          by the applicable statute of limitation against whom one or  
          more of the violations alleged in the action was  
          committed."

           This bill  further would provide that an aggrieved employee  
          who prevails in such an action shall be entitled to an  
          award of reasonable attorney's fees and costs. 

           This bill  further would provide that any penalties  
          recovered in an action by an aggrieved employee shall be  
          distributed as follows:  50 percent to the General Fund, 25  
          percent to the LWDA for employer education, and 25 percent  
                                                                       




          SB 796 (Dunn)
          Page 4



          to the aggrieved employees.  (Penalties recovered against a  
          violator who is not an employer, which under this bill  
          could be pursued only by a public prosecutor or the LWDA,  
          would be divided evenly between the General Fund and the  
          LWDA.) 

           This bill  further would provide that nothing in this  
          section shall limit an employee's right to pursue other  
          remedies available under state or federal law.

           This bill  further would provide that no action may be  
          maintained by an aggrieved employee under this section  
          where the LWDA initiates proceedings against the alleged  
          violator on the same facts and under the same section or  
          sections of the Labor Code.

                                     COMMENT
           
          1.   Stated need for legislation

             The California Labor Federation, co-sponsor, states that  
            this bill would "attack the underground economy and  
            enhance our state's revenues" by allowing workers to  
            crack down on labor violators:

                 In the last decade, as California has grown to  
               become one of the world's largest economies, state  
               government labor law enforcement functions have failed  
               to keep pace.  .  .  .  The state's current inability  
               to enforce our existing labor laws effectively is due  
               to inadequate staffing and to the continued growth of  
               the underground economy.  This inability coupled with  
               our severe state budget shortfall calls for a creative  
               solution that will help the state crack down on those  
               who choose to flout our laws.

            The California Rural Legal Assistance (CRLA) Foundation,  
            also a co-sponsor, states that violations of minimum or  
            overtime wage violations are common, and many other  
            violations for which only rarely enforced criminal  
            penalties exist are increasing:  For example, "company  
            store" arrangements in which workers are required to cash  
            their checks with their employer, for a fee, allegedly  
            are widespread in the agricultural industry.  The CRLA  
            Foundation notes that the bill's proposed penalty  
                                                                       




          SB 796 (Dunn)
          Page 5



            structure is "nominal" and is based on existing  
            provisions of the Labor Code.

            Protection & Advocacy, Inc., which supports the rights of  
            people with disabilities, asserts that SB 796 will assist  
            disabled employees "by providing some mechanism by which  
            to get an employer to comply with the Labor Code."

           2.   SB 796 would attach civil penalties to existing  
            provisions

             The sponsors state that many Labor Code provisions are  
            unenforced because they are punishable only as criminal  
            misdemeanors, with no civil penalty or other sanction  
            attached.   Since district attorneys tend to direct their  
            resources to violent crimes and other public priorities,  
            Labor Code violations rarely result in criminal  
            investigations and prosecutions.

            Accordingly, this bill would attach a civil penalty of  
            $100 for each aggrieved employee per pay period  
            (increasing to $200 for each aggrieved employee per pay  
            period for continuing violations) to any Labor Code  
            provision that does not already contain a financial  
            penalty for its violation.  The sponsors state that this  
            proposed penalty is "on the low end" of existing civil  
            penalties attached to other Labor Code provisions, but  
            should be significant enough to deter violations.  

           3.   The bill would allow "aggrieved employees" to bring  
            private actions to recover the civil penalties  

            The sponsors state that private actions to enforce the  
            Labor Code are needed because LWDA simply does not have  
            the resources to pursue all of the labor violations  
            occurring in the garment industry, agriculture, and other  
            industries.

            Although the Unfair Competition Law (UCL), Section 17200  
            of the Business & Professions Code, permits private  
            actions to enjoin unlawful business acts, the sponsors  
            assert that it is an inadequate tool for correcting Labor  
            Code violations.  First, the UCL only permits private  
            litigants to obtain injunctive relief and restitution,  
            which the sponsors say is not a sufficient deterrent to  
                                                                       




          SB 796 (Dunn)
          Page 6



            labor violations.  Second, since the UCL does not award  
            attorneys' fees to a prevailing plaintiff, few aggrieved  
            employees can afford to bring an action to enjoin the  
            violations.  Finally, since most employees fear they will  
            be fired or subject to hostile treatment if they file  
            complaints against their employers, they are discouraged  
            from bringing UCL actions.

            Generally, civil enforcement statutes allow civil  
            penalties to be recovered only by prosecutors, not by  
            private litigants.  Private plaintiffs who have been  
            damaged by a statutory violation usually are restricted  
            to traditional damage suits, or where damages are  
            difficult to prove, to "statutory damages" in a specified  
            amount or range.  [  See  ,  e.g  ., Unruh Civil Rights Act,  
            Civ. Code Sec. 51  et   seq  ., allowing statutory damages in  
            a minimum amount of $4,000 per violation to prevailing  
            private litigants in actions alleging denial of equal  
            access or other forms of discrimination.] 

            In this bill, allowing private recovery of civil  
            penalties as opposed to statutory damages would allow the  
            penalty to be dedicated in part to public use (to the  
            General Fund and the LWDA) instead of being awarded  
            entirely to a private plaintiff, as would occur with a  
            damage award.  Recovery of civil penalties by private  
            litigants does have some precedent in existing law:  The  
            Unruh Civil Rights Act allows either the victim of a hate  
            crime or a public prosecutor to bring an action for a  
            civil penalty of $25,000 against the perpetrator of the  
            crime.  (Civ. Code Secs. 51.7, 52.)

           4.   Opponents' concerns

             The employer groups opposing the bill argue that SB 796  
            will encourage private attorneys to "act as vigilantes"  
            pursuing any and all types of Labor Code violations on  
            behalf of different employees, and that this incentive  
            will be increased by allowing employees to recover both  
            attorneys' fees and a portion of the penalties.  A  
            representative letter states:

                 There is a major concern that this type of statute  
               could be abused in a manner similar to the legal  
               community's abuse of Business and Professions Code  
                                                                       




          SB 796 (Dunn)
          Page 7



               Section 17200 when it sued thousands of small  
               businesses for minor violations and demanded  
               settlements in order to avoid costly litigation.

            The California Chamber of Commerce argues that, since the  
            bill would award attorneys' fees to prevailing employees,  
            but not to employers when they prevail, SB 796 would clog  
            already-overburdened courts because there would be no  
            disincentive to pursue meritless claims.

            The California Employment Law Council states that the the  
            Labor Code contains "innumerable penalty provisions, many  
            of which would be applicable to minor and inadvertent  
            actions."  Under current law, however, the prospect of  
            excessive penalties is mitigated by prosecutorial  
            discretion, which would disappear under SB 796:

               If, for example, a large employer inadvertently  
               omitted a piece of information on a paycheck, a  
               "private attorney general" could sue for penalties  
               that could reach staggering amounts if .  .  .  the  
               inadvertent deletion of information on a paycheck went  
               on for some time.

           5.   Sponsors say bill has been drafted to avoid abuse of  
            private actions  

            The sponsors are mindful of the recent, well-publicized  
            allegations of private plaintiff abuse of the UCL, and  
            have attempted to craft a private right of action that  
            will not be subject to such abuse.  First, unlike the  
            UCL, this bill would not open private actions up to  
            persons who suffered no harm from the alleged wrongful  
            act.  Instead, private suits for Labor Code violations  
            could be brought only by an "aggrieved employee" - an  
            employee of the alleged violator against whom the alleged  
            violation was committed.  (Labor Code violators who are  
            not employers would be subject to suit only by the LWDA  
            or by public prosecutors.)

            Second, a private action under this bill would be brought  
            by the employee "on behalf of himself or herself or  
            others" - that is, fellow employees also harmed by the  
            alleged violation - instead of "on behalf of the general  
            public," as private suits are brought under the UCL.   
                                                                       




          SB 796 (Dunn)
          Page 8



            This would dispense with the issue of res judicata  
            ("finality of the judgment") that is the subject of some  
            criticism of private UCL actions.  An action on  behalf  
            of other aggrieved employees would be final as to those  
            plaintiffs, and an employer would not have to be  
            concerned with future suits on the same issues by someone  
            else "on behalf of the general public."

            Third, the proposed civil penalties are relatively low,  
            most of the penalty recovery would be divided between the  
            LWDA (25 percent) and the General Fund (50 percent), and  
            the remaining 25 percent would be divided between all  
            identified employees aggrieved by the violation, instead  
            of being retained by a single plaintiff.  This  
            distribution of penalties would discourage any potential  
            plaintiff from bringing suit over minor violations in  
            order to collect a "bounty" in civil penalties.  

            Finally, the bill provides that no private action may be  
            brought when the LWDA or any of its subdivisions  
            initiates proceedings to collect penalties on the same  
            facts and under the same code provisions.



           6.   Author's amendments

             In order to address concerns that the bill might invite  
            frivolous suits or impose excessive penalties, and  
            pursuant to discussions between the sponsors and  
            Committee staff, the author has agreed to accept the  
            following amendments to clarify the bill's intended scope  
            of its private right of action and the assessment and  
            distribution of its civil penalties: 

            (a) To clarify who would qualify as an "aggrieved  
              employee" entitled to bring a private action under this  
              section, the author will define the term as follows (at  
              page 2, line 38):

               "For purposes of this part, an aggrieved employee  
               means any person employed by the alleged violator  
               within the period covered by the applicable statute of  
               limitations against whom one or more of the violations  
               alleged in the action was committed."
                                                                       




          SB 796 (Dunn)
          Page 9




               The bill would further be amended to reflect that any  
               civil penalty
               recoverable by the LWDA under existing law may be  
               recovered through a 
               civil action "brought by an aggrieved employee on  
               behalf of himself or 
               herself or other current or former employees" (at page  
               2, lines 31-36).

            (b) To clarify that civil penalties would be assessed  
              only with respect to the
               number of employees aggrieved by the violation, as  
               opposed to the total
               number of an alleged violator's employees, the author  
               will amend the bill 
               to reflect that penalties will be determined "for each  
               aggrieved employee" 
               instead of "per employee" (at page 3, lines 7 and 8). 

            (c) To allay opponents' concerns that res judicata issues  
              may arise if all known potential plaintiffs are not  
              included in the private action, the author will amend  
              the bill as follows (at page 3, lines 11-13):

              "An aggrieved employee may recover the civil penalty  
              described in subdivision (b) in a civil action filed on  
              behalf of himself or herself or  others   other current or  
              former employees for whom evidence of a violation was  
              developed during the trial or at settlement of the  
              action  ."

            (d) To conform its attorney's fees provision with similar  
              provisions in existing
               law, the author will amend the bill to delete the  
               phrase "in whole or in 
               part" from the provision allowing attorney's fees to  
               be awarded to a 
               prevailing plaintiff (at page 3, lines 13-14).




          Support:  American Federation of State, County and  
                 Municipal Employees (AFSCME); California Conference  
                                                                       




          SB 796 (Dunn)
          Page 10



                 Board of the Amalgamated Transit Union; California  
                 Council of Machinists; California Independent Public  
                 Employees Legislative Council; California State Pipe  
                 Trades Council; California State Association of  
                 Electrical Workers; California Teamsters; Engineers  
                 and Scientists of California, Local 20; Hotel  
                 Employees, Restaurant Employees International Union;  
                 Professional and Technical Engineers, Local 21;  
                 Protection & Advocacy, Inc.; Region 8 States Council  
                 of the United Food & Commercial Workers; Western  
                 States Council of Sheet Metal Workers 

          Opposition:  Associated General Contractors of California;  
                    California Apartment Association; California  
                    Chamber of Commerce; California Employment Law  
                    Council; California Landscape Contractors  
                    Association; California Manufacturers and  
                    Technology Association; Civil Justice Association  
                    of California (CJAC); Construction Employers'  
                    Association; Motion Picture Association of  
                    America; Orange County Business Council 

                                     HISTORY
           
          Source:  California Labor Federation AFL-CIO; CRLA  
          Foundation

          Related Pending Legislation:  None Known

           Prior Legislation:  AB 2985 (Committee on Labor and  
                        Private Employment) (Ch. 662, Stats. of 2002)  
                        (requires Labor and Workforce Development  
                        Agency to contract with independent research  
                        organization to study most effective ways to  
                        enforce wage and hour laws, and to identify  
                        all available state and federal resources  
                        available for enforcement; completed study to  
                        be submitted to Legislature by December 31,  
                        2003)

          Prior Vote:  Senate Labor & Industrial Relations Committee  
          5-3
          
                                 **************